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Pathfinder Services Retirement Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Century Income and Growth Fund Institutional ClassAMGIXDU.S. All Cap13fund risk0.47%
BlackRock S&P 500 Index Fund Class K ShareWFSPXCU.S. Large Cap13fund risk0.16%
Vanguard Balanced Index Fund Admiral SharesVBIAXBU.S. Large Cap8fund risk0.09%
U.S. Equities - Growth     
Columbia Acorn Fund Class Y SharesCRBYXFU.S. Mid Cap - Growth16fund risk0.7%
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXD++U.S. Large Cap - Growth16fund risk0.6%
BlackRock Small Cap Growth Equity Portfolio Institutional SharesPSGIXB--U.S. Small Cap - Growth17fund risk0.82%
U.S. Equities - Value     
Perkins Small Cap Value Fund Class NJDSNXD--U.S. Small Cap - Value14fund risk0.58%
Artisan Mid Cap Value Fund Institutional ClassAPHQXD--U.S. Mid Cap - Value15fund risk0.98%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXC-International Large Cap - Growth12fund risk0.49%
T. Rowe Price Institutional Emerging Markets Equity FundIEMFXA-Emerging Markets15fund risk1.1%
T. Rowe Price Institutional High Yield FundTRHYXC+Bond - U.S. High Yield3fund risk0.5%
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